THE ADVISOR PARTNERSHIP PROGRAM (TAPP).®
OUR EXPERIENCE. YOUR POTENTIAL.®

Don't Let Your Book Die With Your Clients Don't Let Your Book Die With Your Clients

The Intergenerational Divide: Don't Let Your Book Die with Your Clients

This brochure and the associated client-approved tools and resources are designed to provide you with new ideas and insights on connecting with the future generations of your most valued clients.

Useful Resources

Personal Information Organiser

A comprehensive depository of personal, financial and administrative information to be completed by your client and organised for the benefit of their family and/or beneficiaries.

Nominated Beneficiaries Review

Designed to help clients conduct a periodic review of their nominated beneficiaries.

Emergency Contact Information list

A listing of the key service providers and/or contacts for your client's home or family.

Role of the Executor

Definition, description and listing of key duties performed by an Executor.

Role of the Trustee

Definition, description and listing of key duties performed by a Trustee.

Role of the lasting Power of Attorney

Definition, description and listing of key duties performed by a lasting Power of Attorney.

Role of the advance decision/Living Will

Definition, description and listing of key duties performed by an advance decision/Living Will.

Role of the Guardian

Definition, description and listing of key duties performed by a Guardian.